As your Transfer Agent, Carta helps you run controlled liquidity programs, including stock buybacks and tender offers to provide liquidity for employees and shareholders.Request a demo
Once you create your liquidity event, participants receive an invitation to indicate interest. Company administrators can manage everything from a single, easy-to-use dashboard. They can set participation amounts across all holdings, view and track the status of every participant.
Running a liquidity program with traditional providers requires weeks of manual entry to update your cap table and process paper certificates. When you run a liquidity event on Carta, your cap table is automatically updated as soon as the transaction settles.
A Carta transaction manager will be assigned to help all parties involved from setup to settlement.
We automatically generate all copies of Form 1099-B for each participant in the transaction.
Have a Carta equity expert come on site to educate employees on software features.
Educating employees on the intricacies of a liquidity event can be challenging. We’ve designed the participant experience to make it easy to understand the controlled liquidity event and securely review the transaction details.
Once participants accept their invitations they can review the offer documents and sign electronically. They can transact directly through their Carta portfolio. This service is provided by eShares Inc., d/b/a Carta Inc. ("Carta").